Filed April 29, 2003
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,644 | $125,758+41.3% | $169,993+4.5% | $75,163+136.3% |
| Participation rate | 89.5% | 83.6%+5.9pp | 87.0%+2.5pp | 67.2%+22.3pp |
| Annual return | 14.41% | 27.20%-12.8pp | 53.37%-39.0pp | 160.62%-146.2pp |
| Employer contribution / active EE | $3,192 | $4,615-30.8% | $6,785-53.0% | $2,670+19.5% |
| Participant deferral / active EE | $7,574 | $6,837+10.8% | $10,408-27.2% | $4,125+83.6% |
| Admin fee / account holder | $5,329 | $8,173-34.8% | $12,815-58.4% | $5,651-5.7% |